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Business productivity ⇄ ERP

Microsoft Dynamics 365 to Rootstock ERP integration — real-time, two-way sync

Keep Microsoft Dynamics 365 and Rootstock ERP in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Microsoft Dynamics 365 and Rootstock ERP

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft Dynamics 365 and Rootstock ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft Dynamics 365 is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Custom Tables, Accounts, Contacts, Leads in Microsoft Dynamics 365 with Purchase Orders, Items / Products, Bills of Material, Inventory Balances in Rootstock ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • Keep opportunities and orders consistent with the ERP or billing system without manual re-entry.
  • Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
  • Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.

Where Microsoft Dynamics 365 collects payments: transactions post through

Payment events sync into Rootstock ERP as they occur, keeping the enterprise records current without manual entry.

Where Rootstock ERP is the HR or people system of record

Worker and organization data from Rootstock ERP stays current in Microsoft Dynamics 365, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

What you can sync between Microsoft Dynamics 365 and Rootstock ERP

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Microsoft Dynamics 365 objects Rootstock ERP objects
Opportunities Pipeline records synced with forecasting, CPQ, and billing systems. Bills of Material Multi-level product structures read for costing and planning integrations.
Cases (Incidents) Support records shared with ticketing tools and product databases. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS.
Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems.
Products Catalog records aligned with ERP item masters. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync.
Activities Emails, calls, and tasks captured for engagement analytics. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems.
Custom Tables Dataverse tables that carry business-specific entities through the same API surface. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools.
What ships with Microsoft Dynamics 365 ⇄ Rootstock ERP

Connect Microsoft Dynamics 365 and Rootstock ERP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365–Rootstock ERP connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics 365 or Rootstock ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics 365 or Rootstock ERP data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Microsoft Dynamics 365 or Rootstock ERP record.

Observability

Monitoring

Track your Microsoft Dynamics 365 ⇄ Rootstock ERP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 and Rootstock ERP.

How the Microsoft Dynamics 365 and Rootstock ERP connectors work

Microsoft Dynamics 365

Integration surface
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

How to connect Microsoft Dynamics 365 to Rootstock ERP — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Microsoft Dynamics 365 and Rootstock ERP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Microsoft Dynamics 365 connected
    Rootstock ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 and Rootstock ERP objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Microsoft Dynamics 365 ⇄ Rootstock ERP
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Microsoft Dynamics 365 Rootstock ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 and Rootstock ERP integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics 365 and Rootstock ERP.

Popular · 8 of 386
All Microsoft Dynamics 365 integrations All Rootstock ERP integrations Browse all integrations
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